Cornerstone Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cornerstone Financial Group’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$395K	Sell	3,206 -213	-6%	-$25.6K	0.23%	60
2026 Q2	$407K	Buy	3,419 +1	+0%	+$114	0.25%	58
2026 Q1	$386K	Sell	3,418 -40	-1%	-$4.16K	0.25%	57
2025 Q4	$369K	Buy	3,458 +146	+4%	+$15.5K	0.26%	56
2025 Q3	$346K	Sell	3,312 -35	-1%	-$3.49K	0.27%	59
2025 Q2	$319K	Hold	3,347	–	–	0.27%	56
2025 Q1	$292K	Buy	3,347 +196	+6%	+$17.1K	0.26%	57
2024 Q4	$277K	Buy	+3,151	New	+$272K	0.27%	58

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Cornerstone Financial Group's SPYG Position: Q3 2026 in Review

Cornerstone Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.2% in Q3 2026, selling an estimated $25.6K and leaving 3,206 shares worth $395K. The position accounts for 0.23% of the portfolio, ranked #60.

Cornerstone Financial Group first reported a position in SPYG in Q4 2024 and has held it in 8 quarters since. The position peaked at $407K in Q2 2026. 1,175 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Cornerstone Financial Group held 3,206 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $395K as of Q3 2026.
Cornerstone Financial Group sold 213 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $25.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.23% of Cornerstone Financial Group's portfolio in Q3 2026, its #60 holding.
Cornerstone Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $407K in Q2 2026.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.